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Bloomberg Surveillance

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 5 February 2026

⏱️ 4 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

Bloomberg Audio Studios, Podcasts, Radio News.

0:12.1

A single best idea, and the single idea is what keeps us going in the blur here.

0:18.5

Five days a week, three hours every morning, people go, how do you do it?

0:23.4

We do it because our guests want to be on with us. That is the absolute bedrock of what we do.

0:32.0

And Juan and Eric and the team putting us together every day, booked out weeks in advance with people.

0:38.8

When you get Dan Ives saying, I want to be on the show, and Robert Schiffman of Bloomberg

0:43.4

Intelligence saying, I want to be on the show, you have just a terrific effort in studying

0:49.8

this technology space.

0:51.6

I can't say enough of the interest.

0:53.9

Both of them said people coming up to them

0:55.8

in restaurants saying, what about it? What about it? Let's get started. Dan Ives here on technology.

1:03.0

When you look at XAI, that's so much of the AI technology. Now that's within SpaceX. SpaceX

1:08.4

basically being the vehicle that obviously gets you to space.

1:11.8

It's a must view where this, he's basically creating his own ecosystem. You talk about

1:17.6

circular financing and everything else. He's internally building this. What I would argue is

1:23.8

probably going to be the biggest AI company in the world. My first conversation on this SpaceX XAI, you know I'm skeptical. Dan Ivis is not.

1:31.9

He's at Wed Bush Securities. We'll be doing much, much more on this. Lisa Mateo and Alexis

1:37.0

Chrysophers is making clear this looks to be a ginormous. That's CFA level four.

1:43.1

Gynormous IPO.

1:45.1

How special is this, Robert Schiffman with us?

1:47.3

We have to hear two bits.

1:49.1

Robert Schiffman's with Bloomberg Intelligence.

...

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